We’re launching a new SharePoint integration this week which will allow FormsFly to automatically add or update rows in a SharePoint List.
At last, we have ready a brand new (and much prettier) interface for the FormsFly Web Admin Platform. The new design uses the “Bootstrap” framework to provide you with a richer experience when you are logged in to the website.Continue reading
Sometimes a form, job history or another item will seem like it’s stuck. This can be for many reasons.
- No data connection
- Incorrectly logged in
- Logged in as someone else
- Wrong information
- User hasn’t synced with the platform
The last one is the major reason for the majority of failed uploads, this in itself has many reasons, the majority of which can be fixed by the following steps.
An indication of this is checking the user’s phone activity on the platform. Many times if a user cannot sync, the activity says the user has not synced for a number of days.
NOTE: If there are pending uploads or data still on forms waiting to sync, then under no circumstance is the FormsFly app to be uninstalled.
If the FormsFly app is uninstalled and reinstalled then all data will be lost. There is nothing we can do to recover this after a reinstall.
- Either make sure the phone power is sufficient or plug into a power source.
- Confirm that the phone is connected to a good reliable data connection, either mobile data or Wi-Fi.
- Check phone OS. Update if available
- Check FormsFly App. Update if available.
- Confirm email/login credentials for App.
- Reboot phone.
- Open the FormsFly app
- Check data connection
- Login to app
- Go to settings
- Sync app
After logging in, you would go to your Data tab.
You will see the following screen
Click in ‘Choose a Form’ and select your Form
The list will default to the latest form version. In this case version 28, but bear in mind that there could be data in other previous versions.
Next choose a date range.
At the bottom right of the screen you will see how many data entries you have for that period.
You can make sure you are viewing all of these on the bottom left side by choosing more entries.
Back to the top and click this top tick box. This selects all our entries.
Over to the top right and click ‘Manage Data’
You will see this screen
Now just choose from the options on the left and click Download for the chosen option.
NOTE: Choosing Bulk PDF or MS Word you will have the option to choose from your own previously created Templates for that specific form.
After hitting Download, the action will do the work in the background and you can keep track of when the file is ready to download by checking the notification icon in the top right.
The number indicates how many messages there are. These will consist of more things than just a download notifier.
When our icon number turns green then our file is ready. Click to show the list and choose your item. The file will start to download in your browser.
There are several ways to double check the form before sending it to it’s final destination.
First off there is no substitute for making sure the form is correct and complete before uploading.
Another way would be to set the recipient as your self and check it from there and then forward it on.
Anyone can design and setup the app. We have extensive reference guides and help pages just for this. From installing a pre made app from our store to how to use functions and formula.
We are on hand to answer questions if you cannot find the answer here.
For companies that need a little more, we offer a paid consultancy service where we can create all forms from scratch and update and maintain them.
What happens if I am out of range of a data or WiFi signal?
So long as the app is previously synchronised with your latest form version and data sources, then the app has everything it needs to open a form and save all entered data.
When a form is complete and the upload button has been clicked then so long as the app is active in the foreground then the app should synchronise with the cloud. A periodic check to see if the phone is within a data signal and then making sure the app is running just like any other app, would ensure a successful synchronisation.
The easiest way to re-brand the app with your wording and graphics is to just customise the app from My Account.
The app within the app store will still show FormsFly, but within will be your logo and company name.
If the app store logo and naming is important then the cost is much greater as there is more work in setting up a new brand this way along with subsequently submitting the app to Google and/or Apple as a separate app. This would be more suitable for large scale corporations.
Categories and pre-built forms
Here we list the major industry Categories and the ready to go pre-built forms that are quick and easy to choose from and install.
- Field Service
- Health & Safety
- Hospitality & Retail
- IT & Telecommunications
- Mining, Oil & Gas
- Real Estate
- After Hours Work Approval Form
Approval form for employees needing to work after business hours
- Correction Notice
Notice to resolve workplace problems such as poor customer service
- Electrical Work Order Invoice
This is a multi-page form. Basic information and checklist is provided to capture details.
One page is repeatable to add information about labor rates, hours and their total.
- Employee Leave Request
Enables employees to lodge requests for leave from work
- Employee Performance Review
Employee work appraisal form
- Employee Transfer Form
Form outlining details of employee transfer between business units
- Job Application Form
This is an application form for a person who wants to apply for a job. The first page captures the applicants details and education, whereas the last page is sign off page capturing the applicant and HR signatures.
- Professional Development Workshop Registration
Allows a user to fill out the registration form for Professional Development Workshop. Also captures the signature to confirm identity of the users signing off on the form.
- Service Invoice
Provides a multi-page form that includes a repeating page for capturing multiple time entries against service details.
Also captures the signature to confirm identity of the person signing off on the form.
How to add a Form from the Catalog
Adding forms has never been easier.